Latest News
TIFIN in WealthManagement.com
August 05, 2021 - Morningstar Partnering With TIFIN’s Magnifi on Direct Indexing Magnifi’s natural language-powered search engine and product marketplace is getting thematic baskets built on Morningstar equity analyst research. TIFIN Group announced today that its Magnifi subsidiary will now begin offering portfolios of... [Continue Reading]
Laffer Tengler Investments CIO Nancy Tengler in Reuters
August 04, 2021 - Stocks, markets mixed as Wall Street deciphers diverging signals BOSTON, Aug 4 (Reuters) – Stocks, Treasuries and other major markets were mixed Wednesday after July data showed that U.S. jobs growth slowed but demand for services increased, all as Federal... [Continue Reading]
TortoiseEcofin Managing Director Rob Thummel in Reuters
August 04, 2021 - Chesapeake Energy’s future muddied by executive departures, strategy shifts Aug 4 (Reuters) – When U.S. oil and gas producer Chesapeake Energy Corp (CHK.O) emerged from bankruptcy in February, it touted to investors a clean balance sheet, a new board of directors and... [Continue Reading]
President and CEO of Thornburg Investment Management Jason Brady on Bloomberg TV
August 04, 2021 - Bloomberg Markets: The Close (08/03/2021) Caroline Hyde, Romaine Bostick & Taylor Riggs bring you the latest news and analysis leading up to the final minutes and seconds before the closing bell on Wall Street and tackles China crackdown on Tencent,... [Continue Reading]
Thornburg Investment Management Portfolio Manager Josh Rubin in Business Insider
August 04, 2021 - A US portfolio manager at a $49 billion investment firm shares 5 foreign stocks with immense upside — and explains how investors can use emerging markets to hedge their losses in developed-market companies When developed markets zig, emerging markets zag,... [Continue Reading]
President and CEO of Thornburg Investment Management Jason Brady on TD Ameritrade Network
August 03, 2021 - Thornburg Income Builder Opportunities Trust (TBLD) Overview Thornburg Income Builder Opportunities Trust (TBLD) began trading today. Jason Brady, President & CEO of Thornburg Investment Management, discusses this, as well as investing in a volatile market. He also talks about how... [Continue Reading]
EquityZen in Barron’s
July 27, 2021 - Here’s How to Buy Shares in the Robinhood IPO With just days left until Robinhood Markets list its shares, investors looking to take part in one of the year’s biggest initial public offerings have just one option to snag some... [Continue Reading]
EquityZen Senior Business Development Associate Brianne Lynch in AdvisorHub
July 27, 2021 - Robinhood IPO Could Bring More Disruption for Traditional Brokerage Firms Robinhood Market’s self-directed platform inarguably disrupted the discount brokerage industry with zero commissions, fractional trades, and its user-friendly app, and now some analysts are questioning whether its next target could... [Continue Reading]
TortoiseEcofin Managing Director and Senior Portfolio Manager Rob Thummel in BNN Bloomberg
July 27, 2021 - ‘It makes a lot of sense’ for Pembina to terminate its agreement with Inter Pipeline: Shareholder Rob Thummel, managing director and senior portfolio manager at TortoiseEcofin joins BNN Bloomberg to discuss Pembina’s decision to terminate its agreement with Inter Pipeline.... [Continue Reading]
TortoiseEcofin CFA Brian Kessens in CNBC
July 27, 2021 - The rising cost of natural gas is boosting these stocks Natural gas prices are at their highest levels in three years and rising, bringing higher costs for consumers but also better margins and stock prices for producers. A trifecta of extreme hot weather,... [Continue Reading]
Thornburg Investment Management Co-Head of Investments Jeff Klingelhofer on Yahoo Finance
July 23, 2021 - Great to see Jeffrey Klingelhofer, CFA of Thornburg Investment Management, our client, on Yahoo Finance as he discusses the latest market action. Check out the clip here.... [Continue Reading]
ETF Managers Group Senior Portfolio Manager Bryce Doty on Bloomberg TV
July 23, 2021 - Our client, Bryce Doty of ETF Managers Group, was featured on Bloomberg TV as he discusses the fear of the Delta variant and how it’s causing stocks to tumble. Check out the clip here.... [Continue Reading]
Laffer Tengler Investments Chief Investment Officer Nancy Tengler on CNN Business
July 22, 2021 - Our client, Nancy Tengler of Laffer Tengler Investments, was on CNN Business today as she discussed “earnings, inflation and the names she’s adding to her portfolio.” Check out the clip here, her interview starts at 11:25.... [Continue Reading]
Thornburg Investment Management Portfolio Manager Josh Rubin in Barron’s
July 19, 2021 - Emerging-Market Investors Are Immune to New Covid Threat—for Now Herd immunity to Covid-19 may be a ways off still. But investors seem immune to worrying about it, for now. Covid’s so-called Delta variant is marching across the East Asian growth belt. Regional... [Continue Reading]
Thornburg Investment Management Portfolio Manager Josh Rubin in Barron’s Advisor
July 19, 2021 - Latin America Embraces Bitcoin. What’s Next for Crypto in Emerging Markets? It has been little over a month since El Salvador became the first country to approve Bitcoin as legal tender. Starting Sept. 7, citizens of the Central American country... [Continue Reading]
TIFIN CEO Vinay Nair on Cheddar TV
July 16, 2021 - Our client, TIFIN, was featured on Cheddar TV as CEO Vinay Nair provides details about TIFIN’s new platform Magnifi, a subsidiary to offer free trading. Watch the clip here for Vinay’s insight on Magnify and how it “looks to help educate... [Continue Reading]
Thornburg Investment Management Portfolio Manager Eve Lando in Bloomberg News
July 14, 2021 - Muni Risks Papered Over by Federal Aid Threaten to Reappear The influx of federal aid to U.S. municipal-bond issuers has papered over longstanding credit risks that threaten to come back to bite investors when the relief runs dry. States, local... [Continue Reading]
Ecofin in GreenMoney Journal
July 14, 2021 - Ecofin Strives to Make a Positive Impact Without Compromising Returns Who We Are Ecofin is a sustainable investment firm that’s passionate about striving to deliver strong risk-adjusted returns while making a true impact on the environment and society. Our roots... [Continue Reading]
EquityZen Co–Founder and Chief Revenue Officer Phil Haslett in CNN Business
July 12, 2021 - Unicorns are off to a hot start in 2021. Many more are on the way New York (CNN Business)A parade of high-profile companies, including Coinbase, Bumble, Oatly, SoFi and Roblox, made their stock market debuts in the first half of 2021. The second half of the... [Continue Reading]
IPZ Newsletter | Legacy…Olympics…Lax…NIL…Alliance
July 12, 2021 - Quinn Sullivan Continues his Family's Legacy | Pat Kivlehan to Represent U.S. at Olympics | IPZ Welcomes Brad Smith as its first Lacrosse Client | IPZ to Represent Ithiel Horton Under New NCAA NIL Rules | IPZ Forms Alliance with... [Continue Reading]
Tifin in ThinkAdvisor
July 08, 2021 - Broadridge to Offer Hyper-Personalization Tools for Advisors: Tech Roundup Broadridge Financial Solutions will integrate and distribute several of Tifin’s fintech wealth solutions to help advisors create hyper-personalized solutions for their clients, the companies said Wednesday. The distribution deal follows the strategic... [Continue Reading]
Nancy Tengler, CIO of Laffer Tengler Investments, on Fox Business
July 07, 2021 - Our client, Laffer Tengler Investments, was featured on the Larry Kudlow show on Fox Business as CIO Nancy Tengler discusses the need to worry about the price of oil as it is used in everything from the tires we drive... [Continue Reading]
Thornburg Investment Management’s President and CEO, Jason Brady, on CNBC The Exchange
July 07, 2021 - Our client, Thornburg Investment Management, was featured on CNBC The Exchange as President and CEO Jason Brady discusses what markets and investors should expect from lowering rates. Check out the footage here.... [Continue Reading]
ETFMG Senior Portfolio Manager Bryce Doty on Yahoo Finance
July 06, 2021 - Our client, Bryce Doty of ETF Managers Group, was featured on Yahoo Finance as he discusses the latest market action, specifically mentioning the AWAY and BDRY ETFs. Check out the clip here.... [Continue Reading]
EquityZen’s Co–Founder Phil Haslett in New York Times
July 01, 2021 - Robinhood Reveals Rising Revenue and a $1.4 Billion Loss The stock-trading app unveiled its initial public offering prospectus on Thursday, pulling back the curtain on its financial performance for the first time. SAN FRANCISCO — Robinhood, the stock-trading app that... [Continue Reading]
EquityZen’s Co–Founder Phil Haslett on Yahoo Finance
July 01, 2021 - Wonderful to see our client, EquityZen, featured on Yahoo Finance as Co–Founder Phil Haslett specifically discusses Robinhood’s IPO and settlement with FINRA. Check out the clip here.... [Continue Reading]
Ecofin’s Director of Sustainable Lending, David Roeder, in American Recycler
July 01, 2021 - HIGH GROWTH RATE PROJECTED FOR THE WASTE TO ENERGY INDUSTRY The waste to energy (WtE) industry is seeing significant growth potential. Some predicted growth estimates indicate the industry will grow at a compound annual growth rate (CAGR) of over seven... [Continue Reading]
Grass Qozf. in CarsonNow
July 01, 2021 - Opportunity zone fund acquires Tiger Field in Fernley, expands investment in aviation Growth Resources, Assets, Safety and Stability, also known as GRASS — a qualified opportunity zone fund focused on applying cutting-edge technology to complex compliance processes — is pleased... [Continue Reading]
Thornburg Investment Management’s President and CEO, Jason Brady, on Channel News Asia
June 30, 2021 - Our client, Thornburg Investment Management’s Jason Brady, was featured on Channel News Asia as he discusses the negative territory surrounding yields in major markets. Check out the clip here.... [Continue Reading]
Nancy Tengler, Chief Investmet Officer of Laffer Tengler Investments, on Channel News Asia
June 29, 2021 - Our client, Nancy Tengler of Laffer Tengler Investments, was featured on Asia First of Channel News Asia. Scroll to 43:06 to watch her discuss today’s markets.... [Continue Reading]
Thornburg Investment Management’s Portfolio Manager, Steven Klopukh, in Barron’s
June 29, 2021 - This Small-Cap Stock Can Pivot Between Old and New Energy The energy transition is on its way, but for most companies the tangible results won’t show up for years. At Chart Industries, the action is happening now, and the company’s stock isn’t... [Continue Reading]
Grass Qozf. in Northern Nevada Business Weekly
June 24, 2021 - New Nevada-based opportunity zone fund opens to investors A new Carson City-based qualified opportunity zone fund known as “Growth Resources, Assets, Safety, & Stability” (GRASS) announced this month its Reg A+ funding round is open after recently receiving federal approval.... [Continue Reading]
Thornburg Investment Management’s President and CEO, Jason Brady, in Investment Week
June 22, 2021 - Treasury yields rise on Fed’s more hawkish inflation and interest rate stance Two rate hikes now expected in 2023 The minutes from the Federal Reserve’s FOMC meeting yesterday (16 June) have revealed a more hawkish stance on inflation and rate... [Continue Reading]
Thornburg Investment Management in Citywire, New Partnership with BIPPO Advisory Group
June 22, 2021 - Thornburg becomes latest asset manager to break into Chinese market Santa Fe-headquartered company signs memorandum of understanding to form strategic partnership. Thornburg Investment Management has signed a memorandum of understanding (MoU) with Hong Kong-based BIPPO Group to launch a new... [Continue Reading]
Thornburg Investment Management’s Portfolio Manager, Charlie Wilson, on UBS News
June 22, 2021 - Charlie Wilson, Portfolio Manager of our client, Thornburg Investment Management, was featured on UBS News as he discusses what is happening in emerging markets. Check out the clip here.... [Continue Reading]
Thornburg Investment Management’s Co–Head of Investments, Jeff Klingelhofer, in Yahoo Finance
June 22, 2021 - Our client, Thornburg Investment Management, was featured on Yahoo Finance as Co–Head of Investments Jeff Klingelhofer discusses market moves, fixed income and retail sales with Hennessy Funds Portfolio Manager Josh Wein. Check out the clip here.... [Continue Reading]
Thornburg Investment Management’s Portfolio Manager, Eve Lando, in Financial Times
June 21, 2021 - US investors hunt for yield in junk-rated municipal debt Borrowing costs have never been lower as $4tn asset class booms Investors are pouring into the $4tn US municipal bond market, pushing yields on debt issued by state and local governments... [Continue Reading]
Tortoise’s Portfolio Manager Rob Thummel in The Wall Street Journal
June 14, 2021 - Oil Price Hits Pandemic High as Investors Bet on Green Energy Wall Street’s preference for renewables could mean oil producers will now struggle to meet demand Some investors are wagering that Wall Street’s preference for green energy will depress spending... [Continue Reading]
Zito Partners Mourns the Passing of Steve Kalafer
April 22, 2021 - Steve Kalafer, N.J. businessman, owner of Somerset Patriots, dies at 71 New Jersey businessman Steve Kalafer, owner of Flemington Car & Truck Country and the Somerset Patriots baseball team, died of cancer Wednesday at the age of 71, the team... [Continue Reading]
Thornburg CEO Jason Brady on Bloomberg Markets: The Close
April 16, 2021 - Bloomberg Markets: The Close - Caroline Hyde, Romaine Bostick & Taylor Riggs bring you the latest news and analysis leading up to the final minutes and seconds before the closing bell on Wall Street and wrap up earnings from the... [Continue Reading]
Thornburg CEO Jason Brady in The Wall Street Journal
April 16, 2021 - Stocks End Week With Fresh Records - Strong start to earnings season and upbeat economic data have pushed Dow, S&P higher - The Dow Jones Industrial Average and S&P 500 inched higher and set fresh records Friday amid another volley... [Continue Reading]
ETFMG Bond Market Segment Expert Bryce Doty in The Bond Buyer
April 15, 2021 - High-yield inflows hit record $1.28B as munis rally The municipal market rallied Thursday with robust secondary activity, primary deals repricing lower, following better-than-expected economic data, a much stronger U.S. Treasury market, and high-yield municipal bond mutual funds reporting a record... [Continue Reading]
Thornburg Investment Management Portfolio Manager John Bonnell in CityWire
April 13, 2021 - Fund Files: Fidelity, JPMorgan, and Thornburg managers come and go Your daily roundup of the latest fund launches, manager moves, and strategy shifts. Thornburg adds USAA PM Former USAA portfolio manager John Bonnell has resurfaced at Thornburg Investment Management, where... [Continue Reading]
Thornburg Investment Management’s Anne Lundberg in Chief Investment Officer
April 13, 2021 - Tactical Shifts: How Institutional Investors Are Adjusting Asset Mixes Now Private credit, real estate, emerging markets. Here are the ways CIOs at HOOPP, the James Irvine Foundation, and two others are solving the allocation puzzle. Set it and forget it... [Continue Reading]
Thornburg Investment Management Portfolio Manager John Bonnell in Ignites
April 12, 2021 - Thornburg Taps Muni Bond PM From Victory - Thornburg Investment Management has hired a portfolio manager from Victory Capital who previously co-led municipal bond strategies at USAA. John Bonnell joined the firm as a managing director on Thornburg’s municipal... [Continue Reading]
ETFMG AIEQ Partner EquBot CIO Chris Natividad in The Wall Street Transcript
April 12, 2021 - AI Stock Picking Mutual Fund from IBM Watson - Chris Natividad is CIO and Co-Founder of EquBot. Mr. Natividad brings more than 15 years of experience in the institutional investment management industry.... [Continue Reading]
ETF Managers Group CEO Sam Masucci on TD Ameritrade
April 12, 2021 - Sam Masucci On Investing In Travel Tech - Sam Masucci, Founder & CEO of ETFMG, discusses their Travel Tech ETF, symbol AWAY. He thinks the technology based travel companies will come back quicker to get back to a positive revenue... [Continue Reading]
Thornburg Investment Management featured in Pensions and Investments
April 07, 2021 - Thornburg hires managing director to help manage muni bond funds John Bonnell was named managing director and portfolio manager at Thornburg Investment Management. The position is new, spokesman Michael Corrao said in an email. Mr. Bonnell will be co-manager of... [Continue Reading]